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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1999
- Office Locations
- 1
Office Locations
About Claris Advisors, LLC
Claris Advisors is a St. Louis-based RIA serving individuals, institutions, and retirement plan sponsors with research-driven investment planning and portfolio management built for long-term discipline. The team emphasizes controlling risk, costs, and taxes and supports broader planning needs such as retirement, tax, estate, and charitable planning. Custodies include Schwab and Fidelity and uses ETFs and mutual funds.
Reported data analysis
What the numbers show
Between February 25, 2025 and March 12, 2026, reported AUM increased 13.8%, from $800.7M to $911.1M.
Across 5 reported observations, AUM increased 66.9% between February 25, 2022 and March 12, 2026, from $546.0M to $911.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 331 clients, or 110.3 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Claris Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DEREK ALAN BARNARD
Partner
- CRD
- --
- Ownership
- Less than 5%
ROBERT LEE BERGER
Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 41 owners & executives
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CHRISTOPHER PAUL BETTONVILLE
Wealth Advisor
- CRD
- #6493828
Andrew Joseph Merkle
Associate Wealth Advisor
- CRD
- #7614972
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $911,128,071 | $936,411 |
| Non-Discretionary | $0 | -- |
| Total | $911,128,071 | $936,411 |
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Separately Managed Accounts
SMA allocation detail is available
Claris Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Claris Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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